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ALPS Advisors’s HealthEquity HQY Stock Holding History

ALPS Advisors’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$766K Buy
9,165
+454
+5% +$37.3K ﹤0.01% 624
2025
Q4 		$798K Sell
8,711
-692
-7% -$66.2K ﹤0.01% 619
2025
Q3 		$891K Buy
9,403
+1,288
+16% +$121K 0.01% 558
2025
Q2 		$850K Sell
8,115
-709
-8% -$67.2K ﹤0.01% 546
2025
Q1 		$780K Sell
8,824
-1,020
-10% -$105K ﹤0.01% 533
2024
Q4 		$945K Sell
9,844
-1,878
-16% -$175K 0.01% 488
2024
Q3 		$959K Sell
11,722
-1,255
-10% -$96.8K 0.01% 499
2024
Q2 		$1.12M Buy
12,977
+135
+1% +$10.9K 0.01% 436
2024
Q1 		$1.05M Sell
12,842
-2,510
-16% -$196K 0.01% 469
2023
Q4 		$1.02M Buy
15,352
+1,097
+8% +$76.1K 0.01% 478
2023
Q3 		$1.04M Sell
14,255
-3,166
-18% -$214K 0.01% 434
2023
Q2 		$1.1M Sell
17,421
-156
-0.9% -$9.05K 0.01% 469
2023
Q1 		$1.03M Sell
17,577
-11
-0.1% -$668 0.01% 461
2022
Q4 		$1.08M Sell
17,588
-1,712
-9% -$115K 0.01% 456
2022
Q3 		$1.3M Buy
+19,300
New +$1.22M 0.01% 391
2018
Q3 		– Sell
-7,799
Closed -$586K – 1015
2018
Q2 		$586K Sell
7,799
-368
-5% -$26.4K ﹤0.01% 496
2018
Q1 		$494K Sell
8,167
-2,188
-21% -$118K ﹤0.01% 519
2017
Q4 		$483K Hold
10,355
– – ﹤0.01% 587
2017
Q3 		$524K Sell
10,355
-374
-3% -$17.4K ﹤0.01% 413
2017
Q2 		$535K Buy
10,729
+28
+0.3% +$1.31K ﹤0.01% 439
2017
Q1 		$454K Sell
10,701
-1,723
-14% -$76.2K ﹤0.01% 641
2016
Q4 		$503K Buy
12,424
+118
+1% +$4.56K ﹤0.01% 399
2016
Q3 		$466K Buy
+12,306
New +$390K ﹤0.01% 303

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ALPS Advisors's HQY Position: Q1 2026 in Review

ALPS Advisors increased its HealthEquity (HQY) stake by 5.2% in Q1 2026, buying an estimated $37.3K and bringing the position to 9,165 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

ALPS Advisors first reported a position in HQY in Q3 2016 and has held it in 23 quarters since. The position peaked at $1.3M in Q3 2022. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • ALPS Advisors held 9,165 shares of HealthEquity worth $766K as of Q1 2026.
  • ALPS Advisors bought 454 HealthEquity shares in Q1 2026, an estimated $37.3K.
  • HealthEquity made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #624 holding.
  • ALPS Advisors first reported a position in HealthEquity in Q3 2016 and has held it in 23 quarters since.
  • ALPS Advisors's HealthEquity position peaked at $1.3M in Q3 2022.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.